See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $310,971 | $65,561+374.3% | $86,188+260.8% | $75,163+313.7% |
| Participation rate | 78.2% | 60.5%+17.7pp | 69.0%+9.2pp | 67.2%+11.0pp |
| Annual return | 16.43% | 46.05%-29.6pp | 1168.45%-1152.0pp | 160.62%-144.2pp |
| Employer contribution / active EE | $4,708 | $1,553+203.2% | $2,380+97.8% | $2,670+76.3% |
| Participant deferral / active EE | $10,420 | $3,024+244.6% | $3,985+161.5% | $4,125+152.6% |
| Admin fee / account holder | $10,784 | $5,474+97.0% | $6,852+57.4% | $5,651+90.8% |